ESOP · DOL Form 5500 · 2023

Lincus, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
26th
Percentile by assets National rank
$78,812
Avg per participant Below avg balance/head
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Official DOL plan name: Lincus, Inc. Employee Stock Ownership Plan · Sponsored by Lincus, Inc. · Arizona · Professional & Technical Services

$1M in assets, 17 participants

Lincus, Inc.'s Lincus, Inc. Employee Stock Ownership Plan reported $1M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,411 in Professional & Technical Services (20,321 peers)

Lincus, Inc. multi-year trail

Lincus, Inc.'s plans moved +132.6% in assets from 2022 to 2024; this filing shows Lincus, Inc. Employee Stock Ownership Plan at $1M / 17 participants.

#4,411
in Professional & Technical Services (20,321 peers)
+72.8%
assets growth YoY

Lincus, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Lincus, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,339,811 26th percentile higher than 26% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lincus, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincus, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincus, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $565K in the plan year 2023 filing.
  • Lincus, Inc. Employee Stock Ownership Plan end-of-year assets rose from $775K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lincus, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470922198 · Lincus, Inc. PY 2023 · ESOP

Lincus, Inc. Employee Stock Ownership Plan · $1M · 17 · 26th

  • SCH $1M
  • SCH 17
  • SCH 26th
  • SCH ESOP
  • SCH near Mjm Architects, Inc. Employee Stock Ownership Plan
  • SCH ind #4411

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Arizona →

Lincus, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lincus, Inc. Employee Stock Ownership PlanLincus, Inc. Employee Stock …$1MMjm Architects, Inc. Employee Stock Ownership PlanMjm Architects, Inc. Employe…$1MOld Mission Employee Stock Ownership PlanOld Mission Employee Stock O…$1MCobec Consulting, Inc. Employee Stock Ownership PlanCobec Consulting, Inc. Emplo…$1MLocation Sound Corporation Employee Stock Ownership PlanLocation Sound Corporation E…$1M
End-of-year total assets ($M) among Lincus, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lincus, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lincus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 132.60756273686764% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.78M $1.8M ▲ +130.8%
Year Plans Participants Total Assets
2022 1 28 $775K
2023 1 17 $1M
2024 1 29 $2M

Lincus, Inc. filing trail (2023)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$1M
Net Income$565K
Employer EIN470922198
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lincus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Lincus, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001339811 · Participants: 17Lincus, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Lincus, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Lincus, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lincus, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Mjm Architects, Inc. Employee Stock Ownership Plan in TN ($1M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lincus, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lincus, Inc. Employee Stock Ownership Plan surged - up 72.8% during 2023, from $775K to $1M. Reported net income was $565K.
How have Lincus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincus, Inc.'s sponsor-wide assets grew 132.6%, from $775K to $2M.
Which ESOP plans are similar in size to Lincus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mjm Architects, Inc. Employee Stock Ownership Plan in TN ($1M, N/A participants).
Which ESOP plans cover a similar participant headcount to Lincus, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470922198.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.